Flaherty & Crumrine Dynamic Preferred and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.24 M | $24.91 M | 1.90% | 6.04% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 581.57 K | $11.67 M | 30.59% | 2.83% |
| COHEN & STEERS, INC. | 05/15/2026 | 476.49 K | $9.56 M | 3.25% | 2.32% |
| INVESCO LTD. | 05/12/2026 | 301.70 K | $6.06 M | -2.34% | 1.47% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 242.80 K | $4.87 M | -19.40% | 1.18% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 237.08 K | $4.76 M | -15.10% | 1.15% |
| LPL FINANCIAL LLC | 05/06/2026 | 188.73 K | $3.79 M | -3.72% | 0.92% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 175.33 K | $3.52 M | 10.75% | 0.85% |
| COLONY GROUP, LLC | 05/15/2026 | 142.89 K | $2.87 M | -3.83% | 0.70% |
| MORGAN STANLEY | 05/15/2026 | 118.60 K | $2.38 M | -8.18% | 0.58% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 107.62 K | $2.16 M | 0.56% | 0.52% |
| FIERA CAPITAL CORP | 05/12/2026 | 97.03 K | $1.95 M | -4.50% | 0.47% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 95.07 K | $1.91 M | -1.88% | 0.46% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 94.78 K | $1.90 M | -0.07% | 0.46% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 90.71 K | $1.82 M | -3.56% | 0.44% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 89.39 K | $1.79 M | 1.93% | 0.44% |
| REVISOR WEALTH MANAGEMENT LLC | 04/27/2026 | 61.02 K | $1.22 M | -1.70% | 0.30% |
| 1776 WEALTH LLC | 05/08/2026 | 52.04 K | $1.04 M | -0.18% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 51.05 K | $1.02 M | 5.10% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 47.55 K | $954.34 K | -1.61% | 0.23% |
| SEAMOUNT FINANCIAL GROUP INC | 04/24/2026 | 44.99 K | $902.98 K | -4.44% | 0.22% |
| 05/11/2026 | 44.00 K | $883.08 K | -2.25% | 0.21% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 42.59 K | $854.70 K | 4.79% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 42.19 K | $847.00 K | 19.07% | 0.21% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 41.19 K | $826.72 K | 4.95% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 40.01 K | $799.82 K | 8.34% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 39.93 K | $801.42 K | 2.75% | 0.19% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 37.47 K | $752.05 K | -12.52% | 0.18% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 36.14 K | $725.37 K | -2.71% | 0.18% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 34.19 K | $686.00 K | -0.60% | 0.17% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 33.54 K | $673.17 K | 0.61% | 0.16% |
| ROYAL BANK OF CANADA | 05/15/2026 | 31.24 K | $627.00 K | -18.35% | 0.15% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 30.27 K | $607.50 K | 0.15% | 0.15% |
| HRT FINANCIAL LP | 05/14/2026 | 27.05 K | $542.00 K | 100.00% | 0.13% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 25.70 K | $515.77 K | 0.04% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 22.87 K | $459.03 K | 6.43% | 0.11% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 22.60 K | $453.63 K | -2.91% | 0.11% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 22.09 K | $443.27 K | -3.03% | 0.11% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 20.50 K | $411.44 K | 0.00% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 19.33 K | $387.85 K | -0.73% | 0.09% |
| MATHES COMPANY, INC. | 05/08/2026 | 18.00 K | $361.00 K | 0.00% | 0.09% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 17.94 K | $364.85 K | 0.52% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 15.48 K | $311.00 K | -0.64% | 0.08% |
| CERITY PARTNERS LLC | 05/15/2026 | 14.30 K | $287.00 K | 0.00% | 0.07% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 14.05 K | $281.88 K | 0.43% | 0.07% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 12.70 K | $255.00 K | 0.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 12.30 K | $246.93 K | 0.27% | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 11.50 K | $230.81 K | 0.00% | 0.06% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 04/30/2026 | 10.95 K | $219.77 K | 0.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 10.78 K | $216.27 K | 5.94% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.24 M
SIT INVESTMENT ASSOCIATES INC: 581,566
COHEN & STEERS, INC.: 476,489
Invesco Ltd.: 301,703
GUGGENHEIM CAPITAL LLC: 242,799
WELLS FARGO & COMPANY/MN: 237,078
26.28% of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.84 M shares in the last 24 months. This purchase volume represents approximately $142.58 M in transactions.